|
1
|
SoFi Wealth
San Francisco,
California
|
$726M
|
+$13.1M
|
+120,426
|
+2%
|
|
|
2
|
Concurrent Investment Advisors
Tampa,
Florida
|
$3.69M
|
+$3.7M
|
+33,904
|
New
|
|
|
3
|
GTS Securities
Miami,
Florida
|
$3.16M
|
+$3.17M
|
+29,000
|
New
|
|
|
4
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.88M
|
-$16.3K
|
-149
|
-0.6%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.68M
|
+$1.63M
|
+14,896
|
+2,689%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.67M
|
+$1.67M
|
+15,341
|
New
|
|
|
7
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.15M
|
+$73.7K
|
+675
|
+7%
|
|
|
8
|
|
$1.14M
|
+$532K
|
+4,874
|
+87%
|
|
|
9
|
Centric Wealth Management
Chicago,
Illinois
|
$1.05M
|
+$862K
|
+7,894
|
+441%
|
|
|
10
|
Wedbush Securities
Los Angeles,
California
|
$1.04M
|
+$304K
|
+2,789
|
+41%
|
|
|
11
|
Shufro Rose & Co
New York
|
$965K
|
+$968K
|
+8,866
|
New
|
|
|
12
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$721K
|
+$723K
|
+6,620
|
New
|
|
|
13
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$653K
|
+$655K
|
+6,000
|
New
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$567K
|
+$568K
|
+5,205
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$538K
|
+$73.8K
|
+676
|
+16%
|
|
|
16
|
Joel Isaacson & Co
New York
|
$484K
|
-$24.1K
|
-221
|
-5%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$446K
|
+$60.6K
|
+555
|
+16%
|
|
|
18
|
Fisher Asset Management
Camas,
Washington
|
$364K
|
-$437
|
-4
|
-0.1%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$232K
|
-$295K
|
-2,699
|
-56%
|
|
|
20
|
|
$171K
|
+$40.2K
|
+368
|
+31%
|
|
|
21
|
Pathway Financial Advisers
Auburn,
Indiana
|
$81.4K
|
+$81.7K
|
+748
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$63.6K
|
-$109
|
-1
|
-0.2%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$43.5K
|
–
|
–
|
–
|
|
|
24
|
WR Wealth Planners
Columbia,
Missouri
|
$28.6K
|
–
|
–
|
–
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$27.6K
|
+$27.7K
|
+254
|
New
|
|
